We scrutinize how your personal financial planning is working in conjunction with your practice planning and performance. If there is a miss match we can discuss how the practice is running and offer suggestions as to how it can better serve your needs. Through the development of an ongoing plan we can help you take the business forward to achieve the lifestyle you deserve.
If we can't help in a given area we almost certainly know a man or woman who can.
Financial planning, we believe, cannot be a one size fits all approach. Dental Financial Associates' expert knowledge and understanding ensures that we are able to truly understand the possibilities and pressures of the dental sector. We pride ourselves in offering an independent, friendly and efficient service, strengthened through the co-operation of many professional bodies.
Our approach is simple - we look at your current circumstances and provide you with a detailed financial plan that covers:
- Existing arrangements, liabilities and protection
- Investment and retirement plans
- Assets and liabilities
- Analysis to show any areas of deficiency or shortfall
- Spouses and partners are automatically included in the review
By making your investments work harder for you, you can work less. In the case of investment and retirement plans, we look specifically at where funds are invested and discuss relative performance, recommending adjustments where needed.
All of your existing protection arrangements will be reviewed and analysed to provide a full risk analysis relating to:
- Permanent Health Insurance
- Critical Illness Cover
- Life Cover plus accident and permanent disability insurance
- Protection and general insurance relating to the practice
Dental Financial Associates keeps in regular contact with a strong network of other specialist advisors so that when necessary we can connect you to the right people. Our network includes:
Our service has one over-arching aim - to make your life more financially secure with all the benefits that this can bring.
Chris Barrow
www.thedentalbusinessschool.com
Simon Hocken
www.jumpcoaching.com
Steve Hudson
www.gdpresources.com
Mike Southon
www.psds.org.uk
Disclaimer:
Please note that Dental Financial Associates are not responsible for the accuracy or content of these sites.
